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2026/6/14
The Trump administration is shifting toward Section 301 as the foundation for a new long-term tariff framework. The Office of the United States Trade Representative (USTR) has proposed additional tariffs ranging from 10% to 12.5% on 60 economies, covering most goods imported into the United States, while maintaining exemptions for semiconductors, energy products, medical goods, and critical minerals. This article summarizes the latest developments regarding the proposed Section 301 tariffs, the scope of exempt products, and the potential implications for Taiwan, China, Vietnam, Japan, and global supply chains. It also examines the future direction of Trump's tariff policy and the challenges businesses may face.
# USA
# Taiwan
# China
# Manufacturing Industry
# Electronics
# Semiconductors
# Consumer Discretionary
# Life Sciences
# Basic Materials
# Basic Industries
# Energy
2026/3/12
The Regional Comprehensive Economic Partnership (RCEP) is a regional integration framework led by ASEAN and is currently the largest free trade agreement in the world in terms of economic scale and population coverage. This article briefly introduces the member composition of RCEP and outlines its core framework, which covers areas such as trade in goods, trade in services and investment, and e-commerce. It also discusses the potential future developments of RCEP and the possible future impact on Taiwan.
# Japan
# Southeast Asia
# India
2025/12/1
CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) is one of the most significant regional trade agreements in the Asia-Pacific region, currently encompassing 12 major member countries and accounting for approximately 13% of global GDP. This article provides a brief overview of CPTPP’s development history, core provisions, and its distinctions from RCEP. It also explains why Taiwan has actively sought to join in recent years. However, Taiwan faces several challenges in the application process, including political pressure from China, meeting the agreement’s high standards, and achieving consensus among existing member states. These factors will significantly impact Taiwan’s prospects for successfully joining CPTPP.
# Macroeconomics
2025/11/4
In early November, U.S. President Trump embarked on an Asia tour, visiting several countries and achieving notable progress in both diplomacy and trade. This article outlines newly updated U.S. economic and trade policies with Malaysia, Japan, South Korea, and China. These include: strengthening cooperation with Malaysia; enhancing defense ties with Japan; deepening industrial cooperation with South Korea; and resuming trade with China, signaling a de-escalation of the U.S.-China trade war.
# News
# Infrastructure
2025/9/2
Section 232 of the United States Trade Expansion Act of 1962 grants the President the authority to impose tariffs or implement import restrictions on specific goods if they are determined to pose a threat to national security following an official investigation. Since the second term of President Trump, several investigations have been initiated across various product categories. To date, punitive tariffs have been imposed on three major categories: steel and aluminum, automobiles and auto parts, and copper. The article also offers a more detailed industry-by-industry analysis, exploring the potential future impact of the relevant trade measures.
# Investment
# Taxation
# Shipping
2025/4/9
On April 2, President Donald Trump announced a sweeping new trade policy: starting April 5, the U.S. will impose a 10% baseline tariff on all trade partners. Countries deemed to have unfair trade practices will face reciprocal tariffs ranging from 10% to 50%, effective April 9. Taiwan's rate is set at 32%, while China faces a staggering total tariff burden of 104%, including previously implemented levies. This article breaks down the complete tariff schedule, including region-specific rates, product exemptions, and future planned tariffs on key sectors. It also analyzes the global market response, with U.S. stocks tumbling—particularly in the energy sector—and heightened volatility across oil, gold, and other commodities amid escalating trade war fears and rising risk-off sentiment.
# Stocks
# Bonds
# Investment Analysis
2024/12/23
Trump's tariff policies have once again become a focal point, with plans to impose significant tariff hikes on major trading partners such as China, Mexico, and Canada. The objectives include addressing trade deficits, political strategy, and security concerns. In the short term, tariff policies may drive up import costs. However, as a negotiation tool, the final tariff rates could end up lower than initially proposed. Investors should closely monitor supply chain adjustments and U.S. domestic companies that may benefit from order shifts.
# Inflation
